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Avantax Planning Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
231,520
+770
| +0.3% | +$38.6K | 0.37% | 48 |
|
|
2025
Q1 | $11.4M | Buy |
230,750
+661
| +0.3% | +$32.7K | 0.4% | 39 |
|
|
2024
Q4 | $11.7M | Sell |
230,089
-5,672
| -2% | -$289K | 0.42% | 37 |
|
|
2024
Q3 | $12.1M | Sell |
235,761
-38,600
| -14% | -$1.97M | 0.43% | 35 |
|
|
2024
Q2 | $12.8M | Buy |
274,361
+7,440
| +3% | +$348K | 0.41% | 39 |
|
|
2024
Q1 | $13M | Buy |
266,921
+50,532
| +23% | +$2.46M | 0.42% | 38 |
|
|
2023
Q4 | $9.89M | Sell |
216,389
-572
| -0.3% | -$26.1K | 0.38% | 38 |
|
|
2023
Q3 | $8.89M | Buy |
216,961
+8,563
| +4% | +$351K | 0.37% | 35 |
|
|
2023
Q2 | $8.76M | Buy |
208,398
+14,921
| +8% | +$627K | 0.35% | 35 |
|
|
2023
Q1 | $7.93M | Sell |
193,477
-5,567
| -3% | -$228K | 0.32% | 37 |
|
|
2022
Q4 | $8.19M | Buy |
199,044
+13,535
| +7% | +$557K | 0.32% | 35 |
|
|
2022
Q3 | $6.99M | Buy |
185,509
+35,552
| +24% | +$1.34M | 0.31% | 35 |
|
|
2022
Q2 | $5.85M | Sell |
149,957
-24,235
| -14% | -$945K | 0.25% | 48 |
|
|
2022
Q1 | $7.74M | Buy |
174,192
+16,683
| +11% | +$741K | 0.31% | 36 |
|
|
2021
Q4 | $6.99M | Sell |
157,509
-2,036
| -1% | -$90.3K | 0.29% | 32 |
|
|
2021
Q3 | $6.61M | Sell |
159,545
-80,055
| -33% | -$3.32M | 0.31% | 25 |
|
|
2021
Q2 | $10.1M | Buy |
239,600
+91,151
| +61% | +$3.82M | 0.47% | 20 |
|
|
2021
Q1 | $6M | Sell |
148,449
-7,745
| -5% | -$313K | 0.31% | 28 |
|
|
2020
Q4 | $5.44M | Sell |
156,194
-13,846
| -8% | -$482K | 0.28% | 28 |
|
|
2020
Q3 | $4.92M | Buy |
170,040
+9,364
| +6% | +$271K | 0.26% | 34 |
|
|
2020
Q2 | $4.55M | Buy |
160,676
+1,166
| +0.7% | +$33K | 0.26% | 35 |
|
|
2020
Q1 | $3.85M | Buy |
159,510
+4,671
| +3% | +$113K | 0.27% | 32 |
|
|
2019
Q4 | $5.89M | Buy |
154,839
+2,747
| +2% | +$104K | 0.35% | 19 |
|
|
2019
Q3 | $5.52M | Buy |
152,092
+2,729
| +2% | +$99.1K | 0.34% | 17 |
|
|
2019
Q2 | $5.44M | Buy |
149,363
+2,301
| +2% | +$83.9K | 0.35% | 20 |
|
|
2019
Q1 | $5.26M | Buy |
147,062
+12,452
| +9% | +$446K | 0.37% | 21 |
|
|
2018
Q4 | $4.26M | Sell |
134,610
-5,209
| -4% | -$165K | 0.32% | 29 |
|
|
2018
Q3 | $5.16M | Buy |
139,819
+2,893
| +2% | +$107K | 0.41% | 16 |
|
|
2018
Q2 | $4.9M | Buy |
136,926
+4,472
| +3% | +$160K | 0.44% | 15 |
|
|
2018
Q1 | $4.52M | Buy |
132,454
+22,573
| +21% | +$770K | 0.39% | 19 |
|
|
2017
Q4 | $3.88M | Buy |
109,881
+74,098
| +207% | +$2.61M | 0.36% | 22 |
|
|
2017
Q3 | $3.58M | Buy |
35,783
+1,209
| +3% | +$121K | 0.28% | 32 |
|
|
2017
Q2 | $3.38M | Buy |
34,574
+1,998
| +6% | +$195K | 0.28% | 34 |
|
|
2017
Q1 | $3.18M | Buy |
32,576
+2,120
| +7% | +$207K | 0.28% | 31 |
|
|
2016
Q4 | $2.87M | Buy |
+30,456
| New | +$2.87M | 0.31% | 29 |
|